The Four Week Experiment — D6Five

D6Five × Financial Services Partnership

Somewhere between "we need to move on AI" and "we need to be certain before we commit," most financial services firms are stuck. Not for lack of ideas — for lack of a low-risk way to test them. The Four Week Experiment was built for exactly this moment.

The Four Week Experiment

No retainers
No progress invoices
We don't get paid until the work is done

"Run a small experiment. Learn from the outcome. Iterate from there."

4Weeks of focused delivery
3Partners · one brief · one shared outcome
2Total Partner Commitment Hrs
1Working prototype at experiment close

Three partners. One brief. One shared outcome.

D6Five
+
Service Provider
+
Investment Manager

D6Five

Data & AI, Human Advisory

Owns the experiment end-to-end — delivering a specialist team, a structured four-week cadence, and a fully functional prototype at close.

+

Service Provider

Market Data · Front Office · Investment Accounting

Brings the data, platforms, and operating environment that define the landscape the experiment lives in.

+

Investment Manager

Asset Manager · Wealth Manager · Plan Sponsor

Brings the real-world problem and domain expertise, contributing through one scoping session and two brief checkpoints.

How It Works

Four weeks. Three stages. One outcome.

1 2 3

Hover to see the process

1
Day 0 Brief & Shape All three partners co-shape a focused hypothesis — no overhead, just clarity of purpose.
2
Weeks 1 – 2 Delivery in Motion D6Five executes with weekly written updates keeping stakeholders informed without consuming their time. 45-min checkpoint at Week 2.
3
Weeks 3 – 4 Prototype Build & Executive Close Findings become a working prototype, closed with an executive session delivering clear findings and a confident recommendation. 75-min executive presentation.
1
Day 0
Brief & Shape
All three partners co-shape a focused hypothesis — no overhead, just clarity of purpose.
2
Weeks 1 – 2
Delivery in Motion
D6Five executes with weekly written updates keeping stakeholders informed without consuming their time.
45-min checkpoint at Week 2
3
Weeks 3 – 4
Prototype Build & Executive Close
Findings become a working prototype, closed with an executive session delivering clear findings and a confident recommendation.
75-min executive presentation

Example Briefs

Data Sensitivity Tagging

Hover to explore

Build intelligent sensitivity tagging frameworks that classify data at the source, enabling compliant sharing, vendor distribution, and AI model training — resulting in faster launches, cleaner licensing, and audit-ready governance.

Metadata + Data Quality

Hover to explore

Transform metadata from a back-office afterthought into a strategic asset — powering search, lineage, and regulatory reporting, with a data quality framework that ensures data is not just available, but trustworthy.

AI Data Readiness & MCP Adoption

Hover to explore

Prepare your enterprise environment for real-world AI integration — addressing fragmented reference data, undocumented lineage, and inconsistent entitlements, including readiness for Model Context Protocol (MCP).

Who Delivers the Work

Four weeks of focused delivery — exclusively by the D6Five team.

AI & Data Scientist

PhD · Physics, Nanotechnology & Electrochemistry

PhDPhysicsNanotechnologyElectrochemistryFactSet
Hover to learn more

Doctorate-level research background applied to enterprise data platforms and AI/ML architecture, bringing rigorous scientific methodology to solution design.

Senior Strategist & Lead

Data, AI & Product Leadership

FactSetCharles RiverPublicis SapientBS Elec. Eng.
Hover to learn more

15+ years delivering scalable data solutions in financial services, with deep expertise in MDM, Data Quality, and AI/ML readiness.

Investment Specialist

CFA · CAIA · Quantitative Finance

Portfolio MgmtDeutsche BankInvescoLazardCarnegie Mellon
Hover to learn more

15+ years as Senior Equity & Commodity Analyst spanning portfolio management, risk, ESG, Deutsche Bank, Invesco, and Lazard.

Product Specialist

Product Management & GTM Execution

FactSetGenAIS&P CapIQAccentureUC Berkeley
Hover to learn more

15+ years in product management across S&P CapIQ, Accenture, HP, and GenAI — delivering cross-functional products from concept to prototype.

Research & Insights

Sales Engineering & Revenue Strategy

FactSetAurora SolarPeople.aiUC Berkeley
Hover to learn more

Former FactSet Quant Sales & Sales Engineer with senior director experience in revenue enablement across Aurora Solar and People.ai.

Three partners. One brief.
One shared outcome.

D6Five is a boutique data, AI and human advisory practice embedded in financial services — moving fast with discipline to deliver momentum built on governance. The Four Week Experiment is the lowest-risk way to test a data or AI hypothesis with a trusted team.

Launch the Experiment →

© 2026 D6Five. All rights reserved.